# FINANCIAL DESIGN & MANAGEMENT, INC.

FINANCIAL DESIGN & MANAGEMENT, INC. of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 113387
- Type: SEC-registered investment adviser
- SEC file number: 801-63233
- Location: 4645 ZIEGLER ROAD, SUITE 220, FORT COLLINS, CO, 80528
- Phone: 970-490-2033
- Latest filing: 2020-04-02
- Regulatory AUM: $204.7M
- Discretionary AUM: $204.7M
- Clients: 7
- Accounts: 611

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KORNBLAU MARK LEWIS | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| KORNBLAU DONNA N | SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113387/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113387/similar
- Related entities: https://search.stillhousedata.com/firm/113387/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113387

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.